BRWA
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B. Riley Wealth Advisors’s Caterpillar CAT Stock Holding History

B. Riley Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,326
Closed -$1.33M – 927
2025
Q4 		$1.33M Sell
2,326
-229,674
-99% -$128M 0.06% 282
2025
Q3 		$1.11M Buy
+232,000
New +$99M 0.05% 325

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

B. Riley Wealth Advisors's CAT Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Caterpillar (CAT) stake by 1.2% in Q2 2026, buying an estimated $73.8K and bringing the position to 6,835 shares worth $7.06M. The position accounts for 0.38% of the portfolio, ranked #61.

B. Riley Wealth Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.3M in Q2 2023. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • B. Riley Wealth Advisors held 6,835 shares of Caterpillar worth $7.06M as of Q2 2026.
  • B. Riley Wealth Advisors bought 84 Caterpillar shares in Q2 2026, an estimated $73.8K.
  • Caterpillar made up 0.38% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • B. Riley Wealth Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Caterpillar position peaked at $26.3M in Q2 2023.
  • 1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.